Help & Support

Get answers, explore features, and troubleshoot issues

Version 1.9.4

๐Ÿ“š Documentation

ResourceDescription
Quick Start Guide Recommended Step-by-step walkthrough: installation, first launch, on-page features, and basic customisation
Training Guide New Role-based learning path for admins, developers, support teams, and trainers
Full Documentation Comprehensive Complete reference for launcher, workspace, overlays, keyboard shortcuts, metadata search, and settings
Home Landing page with feature highlights and what's new
Privacy Policy How TrackForcePro handles data, permissions explained, and security practices

โœจ Features Overview

Workspace Features

FeatureWhat It DoesStatus
๐Ÿ” Audit Trails Fetch, filter by category, search, and export Setup Audit Trail logs to CSV Available
๐Ÿ“Š SOQL Builder Visual query builder with searchable objects, field suggestions, guidance engine, multi-tab editing, inline result editing, and 5 export formats Available
๐Ÿ”— GraphQL Builder Three-screen workflow with CodeMirror 6 editor, autocomplete, draggable splitters, pagination, and export to CSV/Excel/JSON Beta
๐Ÿ”ฌ Records Record Scanner with All Fields table (paginated), inline editing, breadcrumb lookup navigation, pinned records, bulk scan (200 IDs), and 25-item history Available
๐Ÿ‘ฅ User Manager Search users, update profile/role/language, permission matrix, session manager, freeze/unfreeze, access summary, bulk update, and user comparison Available
๐Ÿ” Security Manager Browse and search Profiles, Permission Sets, and Permission Set Groups with assignment drill-down Available
๐Ÿข Org Tools 7 panels: Login As, Custom Labels (with bulk import/export and translation), Deployments, Scheduled Jobs, Debug Logs, Org Limits, Admin Utils (15 quick setup links) Available
๐ŸŽจ Org & Favicon Custom favicons per org with 8 shapes, 8 colours, 6 environment presets, badge labels, and live tab title/logo updates Available
๐Ÿ“ก Platform Events CometD streaming for real-time event monitoring, filter by type, pause/resume, auto-scroll Available
๐Ÿ’ฌ Lightning Message Service Subscribe to and publish LMS channel messages with JSON payload editor and log filtering Available
โš™๏ธ Settings Configuration hub for org management, appearance, general controls, sidebar behavior, layout, backup, and cross-surface apply behavior Available

On-Page Features (work directly on Salesforce pages)

FeatureWhat It DoesStatus
๐Ÿ‘๏ธ Show All Data Floating inspector on record pages: view all fields (including hidden), search, filter, inline edit, breadcrumb navigation Available
๐Ÿงญ TF Sidebar Floating shortcut panel on every Salesforce page with quick tools and feature shortcuts. Configurable position and visibility Available
โŒจ๏ธ Command Palette Popup/workspace command search for cross-feature navigation. Open it from the header trigger or your shortcut; in popup mode the browser may intercept Ctrl/Cmd+K. Available
๐Ÿ–ฑ๏ธ Context Menu Right-click on record pages for 5 quick actions: Show All Data, Field History, Sharing, SOQL Builder, Copy Record ID Available
๐Ÿ—‚๏ธ Setup Search Search Salesforce setup pages and metadata by API name directly from the current page, then jump into the workspace when needed Available
๐Ÿ” Per-Org Inline Edit Safety Disable inline editing per org to prevent accidental changes in production. Sandboxes remain editable. v1.8.0
โŒจ๏ธ Customisable Shortcuts Click-to-record shortcut groups in Settings > General for main actions, page actions, workspace tabs, Records tools, and Org Tools panels. v1.8.0

โŒจ๏ธ Keyboard Shortcuts

Customisable shortcuts can be changed in Settings > General. Click any action to rebind it to your preferred key combination.

ShortcutActionCustomisable
Ctrl+Shift+SToggle TF Sidebar on Salesforce pagesYes
Not assigned by defaultToggle Show All Data panel on record pagesYes
Header trigger or assigned shortcutOpen launcher/workspace Command PaletteYes
Not assigned by defaultOpen Command Palette (Page)Yes
Not assigned by defaultOpen Setup Search (Page)Yes
Ctrl+EnterExecute query in SOQL/GraphQL BuilderFixed
Ctrl+SpaceTrigger autocomplete in GraphQL EditorFixed
Ctrl+BFormat query/variables in GraphQL EditorFixed
Double-clickInline edit field value (Records, SOQL results, Show All Data)Fixed
EnterSave inline editFixed
EscCancel edit / close panel, modal, or dropdownFixed

TrackForcePro has two Command Palettes: the launcher/workspace palette for app navigation and Command Palette (Page) for page-aware actions. On Mac, substitute Cmd for Ctrl. The Settings display automatically adapts to your platform.

๐Ÿ’ฌ Frequently Asked Questions

How do I install TrackForcePro?
Install from the Chrome Web Store or from Firefox Add-ons. Edge remains a docs placeholder for now. See our Quick Start Guide for detailed steps.
Is my Salesforce data secure?
Yes โ€” TrackForcePro processes all data locally in your browser. No data is sent to external servers. The extension communicates only with your Salesforce org using your existing session credentials. See our Privacy Policy for full details.
Which Salesforce editions are supported?
TrackForcePro works with all Salesforce editions: Developer, Professional, Enterprise, and Unlimited. Both Production and Sandbox environments are fully supported.
How do I use inline field editing?
Double-click any editable field in the Records tab, SOQL results table, or Show All Data panel. A type-aware editor appears (text input, dropdown for booleans, textarea for long text). Press Enter to save or Esc to cancel. Changes write directly to Salesforce via the REST API.
How do I protect production orgs from accidental edits?
Go to Settings > Org Management and toggle the inline editing safety switch for each org. When disabled for an org, all inline edit entry points (Records, SOQL Builder, and Show All Data) are blocked and a warning notification appears. Sandboxes remain fully editable.
Can I customise my keyboard shortcuts?
Yes โ€” open Settings > General. You'll see click-to-record shortcut groups for main actions, page actions, workspace tabs, Records tools, and Org Tools panels. Click any button, press your desired key combination, and it's saved automatically. Reset individual shortcuts to defaults with the reset button.
Can I move the floating buttons to a different position?
Yes โ€” open Settings > Sidebar. Each floating element has its own position setting: the Sidebar (Left/Right), Show All Data button (Left/Right/Bottom), and Command Palette trigger (Left/Right/Bottom). Bottom places buttons as horizontal tabs along the bottom edge of the screen. Changes apply immediately on all open Salesforce pages.
How do I distinguish between orgs in my browser tabs?
Use the Org & Favicon tab to design custom favicons per org. Choose distinct colours, shapes, and badge labels (like "PRD", "DEV", "UAT"). Click Save & Apply โ€” all open Salesforce tabs for that org update instantly with the new favicon, tab title, and logo colour.
How do I export audit logs?
Navigate to the Audit Trails tab, use the category filter and search to narrow results, then click the Export button to download as CSV.
How do I manage custom labels in bulk?
In Org Tools > Custom Labels, use the bulk import feature to upload labels from CSV or JSON. Bulk export downloads all labels. The full translation workflow lets you export a template, add translations, and deploy โ€” all from one panel.
How do I back up my settings?
Go to Settings > Backup and click Quick Export. A JSON file downloads containing all your settings, query history, shortcuts, appearance, and per-org data. To restore, click Quick Import and select the JSON file.
The extension shows "Not Connected" โ€” what do I do?
Make sure you have an active, logged-in Salesforce tab open. The extension detects your session from open tabs. Try: refresh the Salesforce page, log out and back in, then reopen TrackForcePro. If the service worker has crashed, the extension automatically recovers using cookie fallback.

๐Ÿ› ๏ธ Support & Feedback

Need Help?DescriptionAction
๐Ÿ› Report a Bug Found an issue? Help us fix it by reporting with steps to reproduce Create Issue
๐Ÿ’ก Feature Request Have an idea for a new feature or improvement? Submit Request
โ“ Ask a Question Need help with something specific? Ask Question

๐Ÿ”ง Troubleshooting

IssueSolution
Extension not appearing on Salesforce Ensure you're on a Salesforce page (*.salesforce.com, *.force.com, or *.lightning.force.com). The TFP button appears at the bottom-right on record pages. The sidebar can be toggled with Ctrl+Shift+S.
Session expired or "No access token" Log out and log back into Salesforce. Refresh the page. The extension detects the new session automatically. If the service worker crashed, the extension recovers using cookie fallback โ€” you may see a brief "degraded mode" toast.
Queries not executing or returning errors Verify you have API access enabled in your Salesforce profile. Check object and field names for accuracy. Review the error message. Use the SOQL Guidance Engine panel for real-time query validation hints.
Objects or fields not loading in builders Check your internet connection. Verify you're logged into Salesforce. Click the Refresh button. Clear the extension's cache (Settings > Org Management) or the browser cache if issues persist.
Export or download not working Ensure your browser allows downloads from extensions. Check download settings and security policies. Some corporate browsers block extension downloads โ€” try a different browser profile.
Inline edit not working Verify the field is editable (not a formula, auto-number, or system field). Check that per-org inline edit safety is not blocking you (Settings > Org Management). Ensure you have write permissions on the object and field.
Platform Events or LMS not streaming Verify the channel/event exists and you have publish/subscribe permissions. Check the connection status indicator. Try refreshing the page. Streaming requires an active CometD connection โ€” some firewalls may block long-polling.
Custom favicon not applying Click Save & Apply after designing the favicon. Make sure you have the org selected in the Saved Orgs list. The favicon applies to all open Salesforce tabs for that org โ€” open a new tab if needed.
Keyboard shortcuts not working Other extensions or browser settings may conflict. Go to Settings > General and rebind to a different key combination. On Mac, use Cmd instead of Ctrl. Check that the extension is enabled and has permissions for the current page.
Settings lost after browser update Use Settings > Backup > Quick Export regularly to save a JSON backup of all settings. Restore with Quick Import after any data loss.

๐ŸŒ Browser Support

Chrome Web Store Primary install path Available now Firefox Add-ons Mozilla listing Available now
Edge Add-ons Listing coming soon Coming soon
Opera Extensions Packaged build path Build supported